KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.1M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.54M
3
+$2.5M
4
HP icon
Helmerich & Payne
HP
+$2.17M
5
TPR icon
Tapestry
TPR
+$2.1M

Top Sells

1
+$3.14M
2
+$2.17M
3
+$2.16M
4
SBUX icon
Starbucks
SBUX
+$2.06M
5
DD
Du Pont De Nemours E I
DD
+$2.03M

Sector Composition

1 Energy 18.83%
2 Technology 17.37%
3 Financials 15.88%
4 Industrials 8.84%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.2%
5,947
52
$131K 0.2%
1,982
53
$126K 0.19%
4,125
54
$123K 0.19%
3,373
55
$120K 0.18%
1,113
-11
56
$120K 0.18%
2,023
57
$107K 0.16%
+11,263
58
$106K 0.16%
5,335
+1,000
59
$103K 0.16%
+3,900
60
$92K 0.14%
2,930
61
$82K 0.12%
+8,172
62
$62K 0.09%
+2,000
63
$57K 0.09%
+2,800
64
$55K 0.08%
2,034
65
$51K 0.08%
2,039
66
$38K 0.06%
2,000
67
$37K 0.06%
980
68
$37K 0.06%
980
69
$30K 0.05%
+455
70
$29K 0.04%
273
71
$19K 0.03%
1,037
72
$15K 0.02%
+380
73
$13K 0.02%
100
74
$12K 0.02%
88
75
$11K 0.02%
200
1 2
3
4 5